1832 Asset Management

1832 Asset Management Portfolio holdings

AUM $59.1B
1-Year Est. Return 14.98%
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.3B
AUM Growth
+$4.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
990
New
Increased
Reduced
Closed

Top Buys

1
+$510M
2
+$486M
3
+$443M
4
CRWD icon
CrowdStrike
CRWD
+$385M
5
CVX icon
Chevron
CVX
+$358M

Top Sells

1
+$537M
2
+$423M
3
+$418M
4
AMD icon
Advanced Micro Devices
AMD
+$315M
5
EL icon
Estee Lauder
EL
+$278M

Sector Composition

1 Financials 21.73%
2 Technology 15.84%
3 Industrials 9.68%
4 Healthcare 8.44%
5 Energy 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
– –
-263,148
952
– –
-106,500
953
– –
-20,428
954
– –
-1,717,400
955
– –
0
956
$0 ﹤0.01%
+4
957
– –
0
958
– –
-251,000
959
– –
-35,200
960
$0 ﹤0.01%
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961
– –
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962
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963
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964
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965
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966
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967
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$0 ﹤0.01%
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130
970
– –
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971
– –
-206,622
972
– –
-4,100
973
– –
-500
974
– –
-257,365
975
– –
-1,406,500
36 37 38
39
40